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Weekly Market Review - 17-01-2026

Weekly Market Review - 17-01-2026

Weekly Market Review - 17-01-2026

Global markets moved cautiously higher in mid-January as investors weighed resilient economic data against persistent inflation, policy uncertainty and geopolitical risks. UK equities outperformed, while US gains were modest and uneven, with technology stocks lagging. Inflation dynamics, central-bank independence and safe-haven demand remained in focus, while upcoming inflation data and business surveys are set to shape expectations for monetary policy in the weeks ahead.

20 hours ago5 min read

2025: Markets, Policy and the Price of Uncertainty

2025: Markets, Policy and the Price of Uncertainty

2025: Markets, Policy and the Price of Uncertainty

2025 was marked by shifting policy, geopolitical tension and rapid changes in investor sentiment. While easing inflation and cautious rate cuts supported markets, trade tensions repeatedly triggered volatility. Sharp sell-offs—most notably in April following US tariff announcements—were followed by swift recoveries, underscoring market resilience. The year reinforced the value of diversification, discipline and a long-term approach as leadership rotated across regions, sector

Dec 12, 20255 min read

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